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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,031 | $27,924+54.1% | $58,534-26.5% | $75,173-42.8% |
| Participation rate | 22.4% | 38.8%-16.4pp | 50.9%-28.4pp | 67.2%-44.8pp |
| Annual return | 13.58% | 44.20%-30.6pp | 4248.32%-4234.7pp | 160.65%-147.1pp |
| Employer contribution / active EE | $500 | $669-25.3% | $1,054-52.6% | $2,670-81.3% |
| Participant deferral / active EE | $1,360 | $1,202+13.1% | $1,924-29.3% | $4,126-67.0% |
| Admin fee / account holder | $5,812 | $1,726+236.7% | $2,519+130.7% | $5,651+2.8% |